See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,745 | $158,817-17.0% | $121,196+8.7% | $135,375-2.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -7.53% | -0.64%-6.9pp | 16.93%-24.5pp | 519.73%-527.3pp |
| Employer contribution / active EE | $5,213 | $5,665-8.0% | $4,022+29.6% | $4,779+9.1% |
| Participant deferral / active EE | $8,203 | $4,005+104.8% | $3,344+145.3% | $5,609+46.2% |
| Admin fee / account holder | $27,044 | $6,512+315.3% | $5,019+438.8% | $10,827+149.8% |